Platform provider OneVue launches SMA
Platform provider OneVue has today launched a separately managed account that can be integrated within the OneVue Unified Managed Account (UMA).
The OneVue Managed Account offers investors access to more fund managers, more mandates and a personal investment portfolio, according to OneVue head of sales Brett Marsh.
It includes two new managers, Ascalon Capital Managers and Beulah Capital, as well as new mandates from Above The Index (ATI) Asset Management.
Marsh said the ability of the OneVue Managed Account to be integrated into the UMA “represents the next step in the evolution of SMAs".
“Being able to incorporate all of a client’s assets under one umbrella (of the UMA) means assets can be properly and systematically rebalanced in line with an asset allocation which has been specifically tailored to the individual client.
“This means the client’s entire portfolio is always invested in line with their risk profile,” he said.
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